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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,583 | $62,592-63.9% | $85,709-73.7% | $85,847-73.7% |
| Participation rate | 69.4% | 61.1%+8.3pp | 69.9%-0.5pp | 69.3%+0.1pp |
| Annual return | 17.36% | 23.77%-6.4pp | 21.49%-4.1pp | 318.61%-301.2pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,619-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,957 | $2,802-30.2% | $3,924-50.1% | $3,952-50.5% |
| Admin fee / account holder | $1,660 | $4,643-64.2% | $6,876-75.9% | $6,261-73.5% |